- Morgan Stanley (New York, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-New… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-New ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- JPMorgan Chase (Brooklyn, NY)
- …front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client ... opportunities in a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and external clients daily + Monitor… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Neuberger Berman (New York, NY)
- …Servicing_** + Participate in daily activities of operational support team and facilitate all client service needs. + Act as a liaison between Wealth Advisors, ... within the first 6 months of employment. + 1-3 years of client service /support or related experience (Internship) in the financial services industry preferred. +… more
- Neuberger Berman (New York, NY)
- …North America Client Service on client servicing tasks to ensure client service associate goals are met. Tasks will include reviewing and sending ... **Summary** The Client Service Analyst will work directly with the Head of North America Client Service . The Analyst will support carrying out their… more
- City National Bank (New York, NY)
- **REGULATORY ASSOCIATE , IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS** **WHAT IS THE OPPORTUNITY?** This position will work directly with the City ... assist in identifying, monitoring and mitigating operational and regulatory risks within Client Service & Operations.The role will support corporate governance… more
- Banfield Pet Hospital (Farmingdale, NY)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... to ensure compliance. + Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education… more
- Banfield Pet Hospital (Valley Stream, NY)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. - ... Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about… more
- HSBC (Scarsdale, NY)
- …Here's what you can expect: As the Client Experience Associate supports retail operational, service , accounting and compliance-related activities within ... Wealth Center. Manages completion of branch transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client … more
- CBRE (New York, NY)
- … Client Care Senior Associate to support capital raising efforts and client service for its flagship US enhanced return fund series. Reporting directly to ... Sr. Associate , Client Care Job ID 183837 Posted 09-Sep-2024 Service line REI Segment Role type Full-time Areas of Interest Capital Markets, Customer … more
- CBRE (New York, NY)
- Associate , Client Care - CBRE Investment Management Job ID 176731 Posted 26-Aug-2024 Service line REI Segment Role type Full-time Areas of Interest ... please visit www.cbreim.com. **About the role** Reporting directly to the Head of Client Care, the Client Care Associate will take on a pivotal role within… more
- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Other* **Title:** * Client Onboarding KYC Associate * **Location:** *New York-New ... We're seeking someone to join our team as an Associate in Shared Services and Banking Operations department to work on cross functional projects in support of… more
- Neuberger Berman (New York, NY)
- …portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service , Marketing, RFP, Technology and Legal Teams to deliver ... The Client Reporting & Analytics Associate will... client reporting + Participate in firm wide, client service -related strategic initiatives **Requirements:** + Bachelor's… more
- Bank of America (Great Neck, NY)
- Wealth Management Client Associate Great Neck, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more